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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,092 | $55,423-16.8% | $155,602-70.4% | $74,400-38.0% |
| Participation rate | 52.5% | 61.9%-9.4pp | 78.2%-25.7pp | 67.2%-14.7pp |
| Annual return | 20.68% | 269.07%-248.4pp | 64.81%-44.1pp | 1367.51%-1346.8pp |
| Employer contribution / active EE | $1,581 | $2,266-30.2% | $4,675-66.2% | $2,624-39.8% |
| Participant deferral / active EE | $2,818 | $2,835-0.6% | $5,629-49.9% | $4,348-35.2% |
| Admin fee / account holder | $8,173 | $1,744+368.5% | $15,923-48.7% | $1,944+320.5% |